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Invoicing

Eftsure inside Dynamics 365 covers all invoices in the system, in order to catch issues as soon as they appear, rather than at payment time (which would delay your payment process).

Eftsure inside dynamics 365 supports the following types of invoices:

  • Open vendor invoices
  • Tax Invoices
  • Vendor invoice automation
  • ExFlow invoices
  • 3rd party invoices created externally into D365

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Significance​

By catching verification issues (orange and red bank accounts) as soon as the invoice is created in the system, we allow identification and triage of issues directly within the invoice screens, allowing our users to trigger onboardings, change requests, verifications.

In most cases, your invoices have a 7, 14, 30 day payment term that gives ample time to run the appropriate workflow:

User sends Verification

Vendor receives electronic onboarding link and completes the process.

Eftsure verifies the information

Vendor is updated into D365 ready for payments.

As this process involves multiple people, it may take some time, which is why we recommend to trigger verifications at invoicing time rather than payment time.

note

Our customers who perform verifications at invoicing time observe significant reduction in payment delays.

User interface​

For all the invoice screens below, Eftsure inside Dynamics 365 FO will support our users through this new workflow with the same tools:

  1. Eftsure menu
  2. Eftsure filters
  3. Eftsure grid icons
  4. Eftsure payment icon

Screenshot

Open vendor invoices​

Navigate to Accounts payable > Invoices > Open vendor invoices in an Eftsure enabled legal entity and the following form will appear, extended with Eftsure information:

Screenshot

Tax invoice journal​

Navigate to Accounts payable > Invoices > Tax invoice journal in an Eftsure enabled legal entity and the following form will appear, extended with Eftsure information:

Screenshot

Vendor invoice automation​

Navigate to Accounts payable > Invoices > Open vendor invoices in an Eftsure enabled legal entity and the following form will appear, extended with Eftsure information:

Screenshot

ExFlow invoices​

See inside ExFlow

3rd party invoices​

Any 3rd party invoices created externally into D365 FO will appear in one of the above sections and be extended with Eftsure signals.